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Creating a Research Campaign

Follow these steps to create and launch your first research campaign.
1

Campaign Setup

[Placeholder for campaign setup interface screenshot]
  1. Navigate to the User Research section
  2. Click “Create New Campaign”
  3. Fill in campaign details:
    • Campaign Name
    • Campaign Objective
    • Hypotheses
    • Identity Information
    • Business Context
Be specific with your objectives to get the most relevant insights
2

Configure AI Settings

Help the AI understand your research goals:
{
  "objective": "Understand cart abandonment reasons",
  "hypotheses": [
    "Users abandon due to shipping costs",
    "Payment process is too complex"
  ],
  "required_info": {
    "name": true,
    "email": true,
    "role": true
  }
}
3

Preview and Test

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  • Use the live chat preview
  • Test different user scenarios
  • Refine AI responses
  • Adjust campaign settings
4

Launch Campaign

After testing:
  1. Save your campaign
  2. Get shareable link
  3. Distribute to users
  4. Monitor initial responses